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Hershey
HSY

Overview Fund Activity

1,333 hedge funds and large institutions have $21.2B invested in Hershey in 2024 Q4 according to their latest regulatory filings, with 185 funds opening new positions, 430 increasing their positions, 523 reducing their positions, and 211 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,333
Holders Change
-50
Holders Change %
-3.62%
% of All Funds
17.74%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.07%
New
185
Increased
430
Reduced
523
Closed
211
Calls
$1.3B
Puts
$610M
Net Calls
+$692M
Net Calls Change
+$658M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$505M
2
Holocene Advisors
Holocene Advisors
New York
+$143M
3
Squarepoint
Squarepoint
New York
+$91.6M
4
UBS Group
UBS Group
Switzerland
+$82.9M
5
UBS AM
UBS AM
Illinois
+$76.8M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$305M
2
Bank of America
Bank of America
North Carolina
-$128M
3
IAIM
International Assets Investment Management
Florida
-$96.3M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$71.5M
5
WFMPM
Woodley Farra Manion Portfolio Management
Indiana
-$62M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCIA
901
Prime Capital Investment Advisors
Kansas
$320K -$70.1K -414 -18%
BWS
902
Broadway Wealth Solutions
Texas
$320K +$320K +1,887 New
SWM
903
Spire Wealth Management
Virginia
$319K +$111K +656 +53%
NHC
904
Nicholas Hoffman & Company
Georgia
$319K -$30.8K -182 -9%
SB
905
Simmons Bank
Arkansas
$318K -$4.23K -25 -1%
HCM
906
Hall Capital Management
Rhode Island
$318K +$318K +1,875 New
PWP
907
Principle Wealth Partners
Connecticut
$317K – – –
APA
908
Astoria Portfolio Advisors
New York
$316K -$11.8K -76 -4%
SWM
909
Silverlake Wealth Management
Vermont
$316K +$169 +1 +0.1%
CSP
910
Cary Street Partners
Virginia
$314K +$314K +1,853 New
SCA
911
Sippican Capital Advisors
Massachusetts
$313K – – –
ARMT
912
Amica Retiree Medical Trust
Rhode Island
$313K -$27.3K -161 -8%
CFG
913
Certior Financial Group
Pennsylvania
$313K +$313K +1,846 New
LFAS
914
Level Four Advisory Services
Texas
$312K -$140K -828 -31%
BAM
915
BTS Asset Management
Massachusetts
$310K +$129K +763 +71%
SWP
916
Strategic Wealth Partners
Ohio
$310K -$3.98M -24,811 -93%
LSAG
917
Lake Street Advisors Group
New Hampshire
$310K -$27.3K -161 -8%
TIA
918
Traphagen Investment Advisors
New Jersey
$309K +$847 +5 +0.3%
CC
919
Courier Capital
New York
$308K -$30.5K -180 -9%
NCFG
920
New Century Financial Group
New Jersey
$307K +$1.35K +8 +0.4%
WSC
921
Wellington Shields & Co
New York
$305K +$16.9K +100 +6%
SWMG
922
Sanchez Wealth Management Group
Florida
$305K – – –
SOS
923
Silver Oak Securities
Tennessee
$301K -$17.2K -102 -5%
CA
924
Callahan Advisors
Texas
$300K +$300K +1,769 New
ISB
925
Iowa State Bank
Iowa
$299K -$16.4K -97 -5%
35 36
37
38 39